4532
yuezhu
Fall 2021 ETF Global Portfolio Challenge
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 29 | BKCH | 318 | 34.16 | 5.14 | 1.78% | 1,635 | 0 | -9,229 |
| 30 | DGP | 269 | 40.32 | 37.51 | 0.30% | 10,091 | 0 | -755 |
| -164 | SCO | 274 | 67.25 | 22.33 | -2.62% | 6,118 | 284 | -12,308 |
| -474 | SOXL | 316 | 50.99 | 11.60 | -11.45% | 3,666 | 1,240 | -12,447 |
| 0 | UGLD | 53 | 201.36 | 201.36 | 0.00% | 10,672 | 0 | 0 |
| 62 | USDU | 621 | 25.89 | 28.01 | 0.36% | 17,394 | 0 | 1,317 |
| 319 | USO | 242 | 57.15 | 81.67 | 1.64% | 19,764 | -31 | 5,933 |
| -54 | WIP | 98 | 54.93 | 44.69 | -1.22% | 4,380 | 0 | -1,004 |
Performance
Performance
Risk-Adjusted Excess Return
Sharpe Ratio
Rolling 5-Day Volatilities
Daily 5% Value-at-Risk (VaR)
Rolling Betas
| Action | Type | Time | Symbol | Quantity | Price | Limit | Status |
|---|
| Payment Date | Ex-Dividend Date | Ticker | Position | Dividend Per Share | Total Dividend (USD) |
|---|